$2.8 trillion
In invested assets globally
As of 06/30/2022
At the Frontier Group we primarily work with individuals and families, business owners and institutional investors. We understand our clients have busy lives and are often dealing with conflicting demands on their time and require the advice and guidance of a team who have experience working with unique and complex financial situations. Our goal is to give you confidence that your financial lives are in good hands and you can spend time on what you value most.
Our comprehensive, financial planning process begins with an in-depth conversation to help us understand your life's priorities and discover what's really important to you. Together we determine an appropriate course of action to ensure your personal and business needs are being met, and we have a plan in place to help you work toward your goals. We look for the most suitable results by accessing the extensive wealth management resources of UBS, and use our personalities and intellect to make you feel comfortable and confident while delivering on your plan.
With more than three decades of experience in the financial services industry, our team holds the following designations; CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor®, Certified Exit Planning Advisor®, Certified Divorce Financial Analyst®, Accredited Asset Management Specialist and Senior Portfolio Manager. These allow us to provide you with the most current and practical advice available.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
We understand and appreciate you've worked hard for everything you have and working with the right financial advisor is important. When clients work with us we take the time, through in-depth conversations, while following our wealth management process to gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan to meet your objectives.
Financial Planning is an extremely valuable service that many business owners take on themselves without the expertise to tackle the various aspects of their life. While planning for your business is paramount, we spend time integrating your personal and business financial goals to ensure that both components are aligned.
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020